Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,557 institutions that hold shares in the stock, with a total of 517 Million shares, which have been reported (via 13F filing form) to have a value of $61.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
169
shares
|
$20,251
0.0% of portfolio
|
Q1 2025
Reduced 96.95%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
168
shares
|
$20,131
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
165
shares
|
$19,771
0.01% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
162
shares
|
$19,412
0.0% of portfolio
|
Q3 2024
Added 116.0%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
158
shares
|
$18,933
0.01% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
153
shares
|
$18,333
0.0% of portfolio
|
Q1 2025
Added 155.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
150
shares
|
$17,974
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
148
shares
|
$17,734
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144
shares
|
$17,255
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
144
shares
|
$17,255
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
144
shares
|
$17,255
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
140
shares
|
$16,776
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
137
shares
|
$16,416
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
137
shares
|
$16,416
0.01% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
136
shares
|
$16,296
0.0% of portfolio
|
Q1 2025
Reduced 45.6%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
134
shares
|
$16,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
134
shares
|
$16,057
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
134
shares
|
$16,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
131
shares
|
$15,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
129
shares
|
$15,458
0.0% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
128
shares
|
$15,338
0.01% of portfolio
|
Q4 2022
Reduced 91.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
123
shares
|
$14,739
0.0% of portfolio
|
Q2 2024
Reduced 41.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
123
shares
|
$14,739
0.0% of portfolio
|
Q1 2024
Reduced 42.79%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
122
shares
|
$14,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
121
shares
|
$14,499
0.0% of portfolio
|
Q4 2024
New holding
|